Category Archives: Estate Planning & Probate

Your Business: Legal, Tax, and Estate Resource!

You have concerns — I have solutions If you have a small or family business, you are in the right place. Every business goes through several stages. I save you money in every stage, by saving legal, tax and estate … Continue reading

Posted in Businesses, Estate Planning & Probate, Individual Tax, Real estate, investing, Representation before the IRS, Speaking, What's New? | Leave a comment

ESTATE PLANNING JUNE 2020

Is your estate plan or lack of an estate plan a trap for your family? Is it going to be expensive and aggravating for your family after your have passed away when life is already miserable? Let me show you … Continue reading

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THE BEST ESTATE PLAN Sept. 2019

More Reasons to Give Your Family an RLT Package. As I said in my last WealthWISe, estate planning is not just for the rich. Estate planning is for those who are rich in love for their family. My favorite estate … Continue reading

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5 TOP reasons to give your family a RLT Package jUNE 2019

Why did Forbes Daily Dozen say Aretha Franklin “was a startling example of terrible estate planning” (three handwritten wills). Read more. Estate planning is not just for the rich. Estate planning is for those who are rich in love for their family. The … Continue reading

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Real Estate Transfers at Death Oct. 2018

REAL ESTATE TRICKS AND TRAPS: I bet you can’t guess how many ways there are to transfer real estate at death. You can do it with or without a will, with a defective will, with a tenancy by the entirety, … Continue reading

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